Allegiant can oversee the development, implementation, and ongoing management of your estate planning in partnership with your total advisory team (e.g., your tax accountant and attorney). Together, we can help you minimize estate taxes, keep family assets private (by avoiding probate), prepare a surviving spouse to manage the estate during his or her lifetime, protect assets during periods of incapacitation, and manage charitable interests.

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser

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